About

My Secure Advantage is a financial wellness program that has been
leading the charge
since 1999. Our services cover more than 27 million lives and assist more than 15,000 employer
groups. Offering the most complete and most competitive financial wellness program in the market is
our life’s work. We strive to be courteous, compassionate, and caring in every opportunity we have
to
help Americans reach their financial dreams.

Our Mission

We are on a mission to eradicate stress and transform habits around the
biggest topic on everyone’s mind, money.

What Makes Us Unique

HOLISTIC APPROACH

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All learning styles are supported with multiple entry points into the program. Human interaction first, supported by technology, is our big idea for behavior change.

ACCOUNTABILITY & ENCOURAGEMENT

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Money coaches inspire, encourage, and motivate members to achieve financial goals by helping them move past barriers such as guilt, shame, and fear.

TEAM APPROACH

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Members working with a coach are assigned a primary coach, assistant, and specialty coaches to help address what's going on in their life.

HELP FOR ALL SEASONS OF LIFE

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Members can get help with any financial topic, no matter how big or small, regardless of age, salary, job position or stage of life.

NO PRODUCT SALES

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We don't sell books or tapes, and we have no hidden agenda. We have no fiduciary responsibility as we don't sell investment products or services.

BOOST BENEFITS UTILIZATION

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Coaches address employer benefits like healthcare, 401(k) plans, and HSAs to ensure members are making sound benefit decisions.

MOST FEATURES AVAILABLE

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We are constantly enhancing our program and have yet to find a related service with the depth of features we deliver.

MADE IN THE USA

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We believe in staffing every employee, rather than outsourcing, to ensure best in class service. All staff work, live, and play in the USA.

Stop losing sleep because of your finances

“I made the original call when my mortgage increased and would have given me $3 leftover. I had maxed out my credit cards and was not able to sleep. Barbara calmly worked me through the worksheet (very helpful!) and provided tips.... Barbara has the exactly right temperament for me for managing through what felt like a crisis. She is gentle yet stern, asks the right questions, provided tips - some were common sense (but I wasn't acting on them), very knowledgeable, and always on time.”

FREEDOM from burdens

“When I first started MSA, my financial situation was bad.... My coach gave me the guidance, [suggestions], tools and skills to make my life less stressful and instill confidence in me. Now that I'm with MSA, it has given me the ability to achieve anything I want/need conscientiously and with purpose, knowing that I can afford to live life with all the given tools and data, and go about doing so is FREEDOM from burdens.”

Your Coach will adjust to your level of understanding

“[My Money Coach] was thoughtful about responses to my question, flexible in addressing a wide range of topics, and willing to research and reach out to colleagues to collect additional information to help dive deeper into my inquiries. [My Money Coach] also kept the discussions interesting and entertaining.... He also adjusted his feedback based on the level of understanding I already had about the topics.”

Cheerful attitudes and expertise

“Thank you for your services and for the help you provide.... [My Money Coach] is a wonderful encourager, and I greatly appreciate his cheerful attitude and expertise. He is always willing to help, even outside of our meeting times, replies to my email questions in a timely manner, and tries to find the answers to my questions if he doesn't know them (though he usually already knows the answers). You are fortunate to have him on your staff, and I highly recommend him to others.”